Sales Hub
Pipelines, sequences, quoting and routing, plus a forecast built on something other than optimism. We design it, build it, or fix the one you inherited.
Prospecting and lead management
Who to call, why, and what happened last time, on one record rather than in three tabs and somebody’s notebook.
Sequences and automation
Follow-up that runs itself, task queues that set the order of the day, and rules that route a lead before it goes cold.
Deal pipelines
Stages, required fields and scoring. The part that decides whether your pipeline number means anything.
Meetings and calling
Booking links on your real calendar, calls logged against the record, and transcripts you can coach from.
Quotes and CPQ
Priced from your product library rather than from last quarter’s spreadsheet, sent for signature, tracked when opened.
Forecasting and reporting
A forecast off deal data, a funnel that shows where deals die, and dashboards a manager will open on a Monday.
Ignite Group
Ignite Group helps businesses win grants and subsidies across the Netherlands and Germany. Their Salesforce had not been properly owned since the admin who built it left, and a newly acquired division was running on spreadsheets and Word documents. We assessed, designed, built and trained them onto HubSpot, and stayed on for the year that followed.
Read the storyWhat we do in Sales Hub
Design the pipeline before anyone builds it
Stages, exit criteria, fields and the reports they have to feed, agreed on paper while changing them is still free.
See the work →Implement Sales Hub properly
Objects, data, automation and training. The build ends when your team is using it, not when the licence starts.
See the work →Fix the pipeline you already have
Half-built, inherited or five admins deep. We start with the stages and the data, because everything downstream is reading them.
See the work →Make the forecast defensible
One definition per stage, one source for the number, and a review where nobody is arguing about whose report is right.
See the work →